OCIOvsBOXXETF Comparison
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ClearShares OCIO ETF (OCIO) and Alpha Architect 1-3 Month Box ETF (BOXX) belong to the same industry segment: Multi-Asset: Other. OCIO is more expensive with a Total Expense Ratio (TER) of 0.66%, versus 0.24% for BOXX. OCIO is up 9.6% year-to-date (YTD) with +$3M in YTD flows. BOXX performs worse with 3.04% YTD performance, and +$4.62B in YTD flows. Run a side-by-side ETF comparison of OCIO and BOXX below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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OCIO vs BOXX performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/15/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | OCIO BOXX | +0.74%+0.37% | +0.89%+1.03% | +9.60%+3.04% | +11.66%+4.02% | +48.34%+14.45% | +40.77%n/a |
| Flows | OCIO BOXX | --$154M | +$2M+$1.35B | +$3M+$4.62B | +$3M+$5.44B | +$8M+$13.02B | +$15M- |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | OCIO BOXX | +10.35%+0.33% | +11.18%+0.39% | +10.94%+0.34% | +10.85%n/a |
| Max drawdown | OCIO BOXX | -3.36%-0.07% | -6.98%-0.07% | -12.97%-0.07% | -17.17%n/a |
| Max drawdown duration | OCIO BOXX | 19d6d | 50d6d | 129d6d | 778dn/a |
Trading data
OCIO | BOXX | |
Last sale 10/15/2026 at 1:30 PM | $37.64 | $118.58 |
| Previous close 10/15/2026 | $37.56 | $118.57 |
| Consolidated volume 10/15/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
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Main metrics
Last update 10/15/2026 at 1:30 PM
Live
Closed
OCIO | BOXX | |
|---|---|---|
| Last price | $37.64 | $118.58 |
| 1D performance | +0.21% | +0.01% |
| AuM | $171.31 M | $14.30 B |
| E/R | 0.66% | 0.24% |
Characteristics
OCIO | BOXX | |
|---|---|---|
| Management strategy | Active | Active |
| Provider | Clear Shares | Alpha Architect |
| Benchmark | - | - |
| N° of holdings | - | - |
| Asset class | - | - |
| Trailing 12m distribution yield | Join | Join |
| Inception date | June 27, 2017 | December 28, 2022 |
| ESG | No | No |
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Exposure
Countries
OCIO
Data will be available soon
BOXX
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Sectors
OCIO
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BOXX
Data will be available soon
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Diversification
OCIO
Data will be available soon
BOXX
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Top 15 holdings
Data as of January 1, 1970
OCIO
Data will be available soon
BOXX
Data will be available soon
Frequently asked questions about OCIO and BOXX
How have the OCIO and BOXX ETFs performed in 2026?
As of October 15, 2026, OCIO is up 9.6% year-to-date (YTD), while BOXX has returned 3.04%. That puts OCIO better performer ahead so far this year.
Which ETF is attracting more investor money: OCIO or BOXX?
Year-to-date, the OCIO ETF saw +$3M in flows, compared to +$4.62B for BOXX.
Which ETF is more volatile: OCIO or BOXX?
Over the past year, OCIO had a volatility of 11.18%, while BOXX experienced 0.39%.
Which ETF is bigger: OCIO or BOXX?
As of October 15, 2026, OCIO holds $171.31 M in assets under management (AUM), while BOXX manages $14.30 B.
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